Purchases and Sales Made in Q1 2024 in Bank Of The James Financial Group Inc (BOTJ)
This table provides information about the institutional ownership of Bank Of The James Financial Group Inc (BOTJ) during Q1 2024. The information is specifically focused on institutions that hold shares of BANK OF THE JAMES FINANCIAL GROUP INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
57.9K+ 29.5% |
$599K - $709K
|
254K
$3.35M
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
47.9K+ 33.1% |
$496K - $587K
|
193K
$2.54M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38KNew |
$393K - $465K
|
38K
$501K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.1K+ 16.48% |
$218K - $258K
|
149K
$1.97M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.57K+ 17.27% |
$26.6K - $31.5K
|
17.4K
$230K
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.23K+ 4.19% |
$12.7K - $15K
|
30.4K
$402K
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.05K+ 6.1% |
$10.9K - $12.9K
|
18.3K
$242K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
613New |
$6.35K - $7.51K
|
613
$8.09K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
446+ 91.02% |
$4.62K - $5.46K
|
936
$12.4K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.06% |
$10.4 - $12.3
|
1.58K
$20.9K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.06% |
$10.4 - $12.3
|
1.58K
$20.9K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4- 0.06% |
$41.4 - $49
|
6.37K
$84.1K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-215- 2.33% |
$2.23K - $2.63K
|
9.01K
$119K
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-2.48K- 14.92% |
$25.7K - $30.3K
|
14.1K
$186K
|
|
May 13, 2024
Q1 2024
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-8.69K- 39.59% |
$90K - $106K
|
13.3K
$175K
|
|
May 13, 2024
Q1 2024
|
Fourthstone LLC
St Louis, MO |
SELL
|
- |
-33K- 30.79% |
$342K - $404K
|
74.2K
$979K
|